Whittier Trust’s Malibu Boats MBUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12
| Closed | -$451 | – | 1545 |
|
|
2024
Q4 | $451 | Hold |
12
| – | – | ﹤0.01% | 1516 |
|
|
2024
Q3 | $465 | Hold |
12
| – | – | ﹤0.01% | 1524 |
|
|
2024
Q2 | $420 | Hold |
12
| – | – | ﹤0.01% | 1493 |
|
|
2024
Q1 | $519 | Sell |
12
-34
| -74% | -$1.47K | ﹤0.01% | 1479 |
|
|
2023
Q4 | $2.52K | Hold |
46
| – | – | ﹤0.01% | 1387 |
|
|
2023
Q3 | $2.25K | Sell |
46
-50
| -52% | -$2.45K | ﹤0.01% | 1459 |
|
|
2023
Q2 | $5.63K | Hold |
96
| – | – | ﹤0.01% | 1353 |
|
|
2023
Q1 | $5.42K | Sell |
96
-97
| -50% | -$5.47K | ﹤0.01% | 1382 |
|
|
2022
Q4 | $10.3K | Sell |
193
-1,361
| -88% | -$72.5K | ﹤0.01% | 1284 |
|
|
2022
Q3 | $75K | Hold |
1,554
| – | – | ﹤0.01% | 884 |
|
|
2022
Q2 | $82K | Sell |
1,554
-77,671
| -98% | -$4.1M | ﹤0.01% | 842 |
|
|
2022
Q1 | $4.6M | Buy |
79,225
+9,999
| +14% | +$580K | 0.08% | 202 |
|
|
2021
Q4 | $4.76M | Buy |
69,226
+38,735
| +127% | +$2.66M | 0.08% | 200 |
|
|
2021
Q3 | $2.13M | Buy |
30,491
+30,241
| +12,096% | +$2.12M | 0.04% | 266 |
|
|
2021
Q2 | $18K | Buy |
+250
| New | +$18K | ﹤0.01% | 1173 |
|